VPA

Vernal Point Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$262K

Top Sells

1 +$13M
2 +$2.83M
3 +$941K
4
EPD icon
Enterprise Products Partners
EPD
+$753K
5
ET icon
Energy Transfer Partners
ET
+$644K

Sector Composition

1 Consumer Discretionary 0.44%
2 Energy 0%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-26,000